Tariff-ied Markets: What Investors Need to Know

Podcast
29 min listen
February 27, 2025
In this episode

Trade tensions are rising — what does this mean for investors? MSCI’s Abhishek Gupta and Thomas Verbraken discuss the latest tariff developments, their potential impact on inflation and interest rates and how they could reshape market dynamics in 2025 and beyond.

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Perspectives Podcast

Join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.

Higher Tariffs Ahead? Who’s Most at Risk

Combining economic-exposure and geospatial data can help global equity investors gain a clearer picture of which firms and industries may feel the fallout if higher tariffs materialize.

Scenario Analysis: Equity Sell-Off

We explore the implications of a potential equity sell-off, where we hypothesize that less-risky, more-profitable firms with more-conservative investment practices prove more resilient than their competitors.

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